Guidance

Guidance for UKRI’s open access fund for long-form publications

Guidance and resources for research organisations to use when applying to the UKRI’s open access fund for monographs, book chapters and edited collections.

From:
UKRI
Published:
Last updated:
- see all updates

Documents

Stage one guidance (PDF)

, 769 KB

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Stage one table of questions (Microsoft Excel spreadsheet)

, 25 KB

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Stage two guidance (PDF)

, 1 MB

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Stage two table of questions (Microsoft Excel spreadsheet)

, 30 KB

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Guidance on diamond and non-BPC models (PDF)

, 62 KB

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Combined slides from stage one and stage two demo webinars (PDF)

, 1 MB

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Responses to outstanding questions from stage one and stage two demos (PDF)

, 148 KB

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Exemptions notification form guidance (PDF)

, 563 KB

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Details

The UK Research and Innovation (UKRI) open access fund for long-form publications supports publication costs for monographs, book chapters and edited collections within scope of the UKRI open access policy.

The documents on this page include guidance and resources to support research organisations applying for funding.

Please also read our open access funding guidance for award holders. This explains the two-stage process for applying to the fund and provides access to the online portals for submitting applications. It also includes guidance on open access funding for research articles.

Stage one application form reference copy

A copy of the guidance and questions in the online application form. You must use the online application form to apply to the fund.

Stage one application form table of questions

An Excel spreadsheet containing a copy of the information requested for each publication submitted for funding. This is provided as a resource to help research organisations manage their applications – you do not need to submit this to UKRI.

Guidance on diamond and non-BPC models

Supporting guidance on applying to the fund to publish using a diamond or other non-BPC model.

Stage two application guidance

A copy of the guidance and questions in the online application form. Applications to the fund must be submitted through the UKRI Funding Service.

Please see open access funding and reporting for further information about the stage two application process.

Stage two application form table of questions

An Excel spreadsheet containing a copy of the information requested for each publication submitted for funding. This information should be submitted to UKRI by copying and pasting the table into the Funding Service application form. You may also use the spreadsheet for internal use.

Please see open access funding and reporting for further information about the stage two application process.

Combined slides from stage one and stage two demo webinar

A combined copy of the slides presented on UKRI’s webinars to demonstrate the application process at stages one and two.

UKRI held webinars on 23 and 29 November 2023 to demonstrate the stage one application process. They also held webinars on 11 January and 17 January 2024 to demonstrate the stage two application process.

Responses to outstanding questions from stage one and stage two demo webinars

Since it was not possible for UKRI to cover all questions from participants during the webinars, a summary of responses to outstanding questions is provided.

Exemptions notification form guidance

A copy of the guidance and questions in the online notification form. You must use the online form to register an exemption with UKRI.

Ask a question about these publications

Check our open access funding guidance for award holders and our UKRI open access policy frequently asked questions.

Email: openresearch@ukri.org

We aim to respond to queries within five working days.

Updates

  • 26 April 2024
    Stage one guidance and table of questions documents updated.
  • 20 March 2024
    Responses to outstanding questions from stage one and stage two demo webinars added.
  • 2 February 2024
    Combined slides from demonstration webinars for stage one and stage two added.
  • 2 February 2024
    Exemptions notification form guidance added.
  • 12 January 2024
    Stage two guidance document and stage two spreadsheet added.
  • 4 December 2023
    Stage one guidance document updated.

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